Best Investors
Account
Sign in
Best Investors
Account
Sign in
7825 Washington Ave S. Suite 725, Bloomington, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-04 |
Branch Locations
7825 Washington Ave S. Suite 725, Bloomington, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caissa Wealth Strategies | Edina | MN | 05/2026 | Present |
| Accredited Investors Inc. | Edina | MN | 02/2017 | 02/2020 |
| Extended Travel | Minneapolis | MN | 08/2016 | 02/2017 |
| Accredited Investors Inc. | Edina | MN | 02/2020 | 05/2026 |
VIVIE; NOT INVESTMENT RELATED; MINNESOTA; SENIOR LIVING FACILITIES; SECRETARY & TREASURER; START DECEMBER 2018; 8HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING; CHAIR OF FINANCE COMMITTEE, PROVIDE BOARD GUIDANCE AND ADVICE. BLOOM EARLY LEARNING; NOT INVESTMENT RELATED; PLYMOUTH, MINNESOTA; NON PROFIT PROVIDING CHILD CARE AND EARLY EDUCATION; INVESTMENT COMMITTEE MEMBER; START DECEMBER 2022; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; ADVISE ON THE INVESTMENT OF FOUNDATION ASSETS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-01 |
Reach out to this advisor